Job Description
Join our award-winning tax advisory firm at the heart of San Francisco's financial district. We're seeking a meticulous Part-Time Tax Associate to support high-net-worth individuals and startups during tax season. Enjoy flexible hours, hybrid work options, and exposure to cutting-edge tax planning strategies. Perfect for finance professionals seeking work-life balance without compromising career growth.
Responsibilities
- Prepare and file federal, state, and local tax returns for diverse client portfolios
- Conduct tax research and ensure compliance with evolving IRS regulations
- Analyze financial statements to identify optimization opportunities
- Collaborate with senior advisors on complex tax planning strategies
- Maintain meticulous client documentation in digital tax software
- Respond to IRS inquiries and resolve tax discrepancies
- Support audit preparation and documentation processes
Qualifications
- Bachelor's degree in Accounting, Finance, or Taxation (CPA preferred)
- 2+ years of tax preparation experience with individual/business returns
- Proficiency in tax software (ProSeries, Lacerte, or UltraTax)
- Strong understanding of CA tax laws and S-Corporation structures
- Exceptional analytical skills with attention to detail
- Ability to manage multiple deadlines in a fast-paced environment
- Excellent written and verbal communication skills